According to reports, the second generation of Apple’s Vision Pro is about to be produced and is scheduled to be launched in the United States in early 2024, and will later enter the British and Canadian markets. Apple’s supply chain has begun preparing for its production
It is said that the second-generation Vision Pro will include 4 models, 2 of which have already Confirmed: One will be aimed at the high-end market like the first generation, and the other will be an affordable version.
According to sources, the BOM material cost of this affordable version is only 50% of that of the first-generation product. The second-generation Vision Pro is scheduled to start sampling in the second quarter of 2024 and is expected to be released as early as the second half of 2025. In addition, Apple is also developing AR glasses
According to interface news,Apple will officially mass-produce the first-generation MR (mixed reality) product Vision Pro in December this year, with the first batch of 40 units in stock. The sales target is about 1 million units in 2024 and 10 million units in the third year.
After investigation and statistics, the reporter found that unlike the previous iPhone 15 series products, which had a low proportion of mainland parts, the proportion of Apple Vision Pro’s supply chain in mainland China has increased significantly to about 60%.
“The hardware cost of Apple Vision Pro is about US$1,700 (IT House note: currently about 12,172 yuan). Currently the mainland supply chain with the highest proportion is Lingyi Zhichuang , the value of a single machine reaches about 250-300 US dollars, and it exclusively supplies heat sink modules, headbands, eye masks, nose pads, etc. Followed by Luxshare Precision, which exclusively OEMs and assembles, with a value of about 150-200 US dollars." The above-mentioned industrial chain core people said. We asked Lingyi Intelligent Manufacturing and Luxshare Precision for verification, but neither party responded.
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